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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • PA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

1680 Washington Rd Ste H, Pittsburgh, PA 15241-1213 • United States

Cranberry Township, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Absolute Capital Management Pittsburgh PA 09/2015 12/2016
Fidelity Brokerage Services Llc Pittsburgh PA 12/2016 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2015 → 12/2016
    Absolute Capital Management
    Pittsburgh, PA
  • 12/2016 → Present
    Fidelity Brokerage Services Llc
    Pittsburgh, PA
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-122243|OrgNmn:MoCo Properties, LLC|Org Addr:Cranberry ,Pennsylvan,US|OBA Nature:Rental property|Invst Rel:Y|Title:Partner|Duties:Maintain property and find tenants|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-03-13
S65 Uniform Investment Adviser Law Examination 2015-11-13
  • S63 Uniform Securities Agent State Law Examination
    2017-03-13
  • S65 Uniform Investment Adviser Law Examination
    2015-11-13
Other Names
  • Randy Morris
  • Randel Guerra Morris
  • Randel Guerra Morris
  • Randel Guerra Morris

View on SEC IAPD

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